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Hévéa Equilibre C (0P00000V8J)

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301.420 -2.160    -0.71%
31/10 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 78.57M
Type:  Fund
Market:  France
Issuer:  Société Générale Gestion
ISIN:  FR0007020482 
Asset Class:  Equity
Hévéa Equilibre C 301.420 -2.160 -0.71%

0P00000V8J Overview

 
Find basic information about the Hévéa Equilibre C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000V8J MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.86%
Prev. Close303.58
Risk Rating
TTM Yield0%
ROE15.87%
IssuerSociété Générale Gestion
TurnoverN/A
ROA4.93%
Inception DateApr 17, 1998
Total Assets78.57M
Expenses1.82%
Min. Investment150
Market Cap26.32B
CategoryEUR Moderate Allocation - Global
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Hévéa Equilibre C Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1062 1028 1121 1074 1234 1564
Fund Return 6.24% 2.81% 12.1% 2.41% 4.29% 4.57%
Place in category 2303 1131 2183 699 521 191
% in Category 74 32 69 30 26 17

Top Equity Funds by Société Générale Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  SG Flexible PC 2.37B 4.53 1.04 2.12
  QS0002905659 270.93M 5.04 -1.22 7.56
  FR0000444275 123.02M 4.70 -1.77 3.75
  FR0010148346 73.89M -0.74 -5.50 3.58
  SG Actions Euro PME C 53.87M 3.48 -4.60 8.44

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Carmignac Patrimoine A EUR Acc 6.24B 5.79 -1.40 1.41
  Carmignac Patrimoine A EUR Ydis 6.24B 5.79 -1.37 1.29
  FR0010306142 6.24B 5.39 -1.86 0.92
  QS0009079318 1.94B 6.57 1.83 3.35
  Aviva Investors Valorisation 1.48B 9.22 2.96 4.61

Top Holdings

Name ISIN Weight % Last Change %
Amundi IS JP Morgan GBI Glbl Gvs IE-C LU1435162026 11.01 - -
Amundi Fds Euroland Equity Z EUR C LU1880392607 8.50 - -
  Amundi ETF Govt Bond EuroMTS Broad Investment Grad LU1681046261 8.41 218.46 +0.18%
  Amundi Index Solutions - Amundi Index MSCI EMU IE- LU0389810994 7.71 2,509.260 +1.02%
  Amundi MSCI EMU UCITS LU1602144575 6.08 292.25 -0.46%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Sell BUY Strong Buy
Summary Sell Neutral Strong Buy
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